Dick Wrentham

According to a Community Note I saw floating around, he never intended to stay in America and always intended to go back to China, so he’s the poster boy for not granting student visas to foreigners

@WillManidis Well said but it’s important to remember that Dean is fundamentally a booster of Anthropic’s regulatory capture strategy and works for OAI only because Ant wouldn’t hire him. OAI is the better and more honest party here.

My friend Dean Ball has advanced an argument for the de facto protection of American frontier intelligence providers. Dean does not propose banning Chinese open-weight models. Banning things requires Congress. He proposes something more characteristic of the modern administrative state: every agency issues enough warnings, bulletins, and speculative security notices that no regulated company will risk touching them. Even a reader sympathetic to Dean would call this protectionism, and protectionism has a long history in America. More precisely, it's a proposal to use the informal, coercive power of the terminal, late-stage bureaucratic state to clear the American market of a cheaper frontier competitor to OpenAI or Anthropic. But throughout the history of American industrial protectionism, it has always had two features. First, it's done in the daylight, and two, it comes with a bill. In the spring of 1952, the United States was fighting a war in Korea. Truman concluded that a shutdown would endanger soldiers abroad and ordered the Secretary of Commerce to seize and operate most of the nation's steel mills. The Supreme Court sent him straight back to Congress in the Youngstown Steel case. Justice Black, writing the majority's opinion, begins with the rule that Dean's proposal is seemingly designed to evade: that presidential power "must stem either from an act of Congress or from the Constitution itself." It's easy to flatten the Youngstown decision into the proposition that the president could not seize a steel mill. Its actual lesson is subtler: that an emergency does not dissolve the difference between making a law and executing one, that the importance of the object does not create the authority, that the inconvenience of the regulatory process is not inherently a source of presidential power. Truman's approach failed not because steel was unimportant, but because it was so important that the constitutional bargain had to be made and the policy had to be carried through the front door. Much like policy proposals from the rest of the AI agenda, Dean is proposing a smaller action in formal appearance and a much larger one in practical effect. We will not ban Kimi, we will not prohibit it from use, and we will certainly not publish a rule declaring Chinese weights unlawful. But we will whisper about it. A regulator may even ask management whether it has considered the reputational consequences of relying on the Chinese model, but the agency certainly will never be coherent enough to ask anyone to stop. It merely ensures that continuing becomes professionally indefensible. This is how we grow the administrative state, with bureaucrats that we placed in these roles, without accepting responsibility for the actual process of governing. America has tried this experiment before. Operation Chokepoint didn't make payday lending, firearm sales, or any of the other seemingly distasteful businesses caught in its net illegal, but it encouraged banks to understand that serving legally disfavored customers would invite regulatory interest. We didn't pass a law, we simply just asked, "Are you sure you really want to be doing this?" Reputational risk was powerful precisely because it's not law. It has no limiting content. A regulator did not need to identify a violation or even a material financial risk. He only needed to make the bank afraid of being asked what was actually going on here. The analogy is almost embarrassingly exact to Dean's policy proposal. Dean need not prove that a Chinese model contains a backdoor, nor prove that it uses any more distillation than American models do. He simply needs to announce that there may be one. The agency does not need to order a company to stop using it, but simply ask whether management has considered the risk. The absence of formal policy is by design. The Supreme Court dealt with this technique in NRA v. Vullo. New York's financial regulator could not directly punish the NRA's speech, so she allegedly pressured the insurers and banks she regulated to sever their relationships with it. The Court's rule was unanimous: government officials may not use their offices to "coerce private parties" into suppressing what the government disfavors. The communication must be understood in the context of the regulator's power, including the regulated party's knowledge that the person offering advice can also investigate, prosecute, fine, and settle. The current administration has gone even further. In April 2026 the FDIC and OCC issued a final rule to prohibit regulators from criticizing institutions, formally or informally, on the basis of reputational risk, and from encouraging banks to deny services to lawful but politically disfavored businesses. In June, the federal banking agencies removed the remaining references to reputational risk from their supervisory materials. Dean is proposing that this administration recreate for AI the same machinery that all of us argued against when we were widely debanked. A government that can quietly remove Kimi from the market can also quietly remove gun makers, crypto companies, churches, newspapers, or American open-weight models from it. The bureaucracy does not remain attached to the intentions of those who staff it at the current moment. You don't get to build this machine just because your friends happen to be in office right now and keep it pointed at where you left it. Protectionism through a whisper is not a more modest protectionism than by law. Protectionism also has always come with a bill. OpenAI and Anthropic increasingly speak of themselves as national institutions. Their compute is "strategic infrastructure," their losses are "national security losses." Their competitors are not just competitors, but instruments of hostile states, and their access to power, chips, capital, copyrighted material, and public customers is a matter of national survival and great power competition. When Washington decided that the atom was too dangerous and too important to remain an ordinary private business, Congress created the Atomic Energy Commission and transferred the Manhattan Project assets and responsibilities to it. Production facilities and reactors were government-owned, and technical information sat under federal control, and private participation only returned later through a statutory licensing regime. The existential framing of the atom by its greatest proponents produced public control. When national security concerns helped to preserve AT&T's integrated position, that is, a monopoly, in 1956, Bell did not receive this protection for nothing. The consent decree required compulsory licensing of roughly 9,000 patents and restricted Western Electric's commercial activity outside the telephone system. The settlement diffused the inventions accumulated inside the protected monopoly into the broader economy before breaking it up just a few decades later. The pattern is really simple. It's not that every tariff necessarily demands nationalization. It's that the bigger the shield you are asking for, the bigger the bill you owe to the American taxpayer. And OpenAI and Anthropic have been unambiguous about asking for the biggest shields of all time. Listen to what they are asking for: public infrastructure, privileged energy, federal preemption of state law, favorable copyright treatment, government contracts, export controls, and a domestic market swept clear of their strongest price competitor, all filed under national security interests. And what do they want to pay? Almost nothing. OpenAI has floated giving 5% of the company to the American taxpayer. They would like the benefits of nationalization at the price of being an ordinary public company. There is also a profound moral hazard buried in Dean's proposal, as well as adjacent commentary on this. The labs say the Chinese companies distilled their models. Perhaps they did. Perhaps distillation matters. And perhaps the Chinese labs are running distillation attacks on scales that the Western labs are. I can't be sure of this. But if the reward for failing to secure an API is that the government removes the resulting competitor, the taxpayer is paying the lab to be careless. We know how to secure an API. Know-your-customer laws exist. Access controls exist. Extraction detection exists. If you spend some fraction of the hundreds of billions being raised to defend the asset whose theft is said to threaten the republic, you might be able to stop some of this. Theft remains theft when the lock is bad, but the owner of a badly secured store does not receive ownership of the street for his failure to protect it. Dean's fourth point is that open-weight AI ends in communism: the state builds the training runs and subsidizes the product of intelligence and gives the models away. But, at least for me, this is not a particularly Chinese idea, but one of the most American ones imaginable. The roads we build are public. Our radio spectrum is publicly allocated. The government funded the early internet and much of the research base behind modern computing. The state is welcome to build a platform, and American businesses are welcome to be built on top. Just because they're bad for our market position doesn't mean we get to call them Chinese in some fundamental way. There will be inference companies and application companies and security companies and fine-tuning companies and data companies and chip companies and 10,000 businesses we don't even have names for yet. A public road existing does not abolish the trucking industry, nor does it nationalize it. Sure, this may reduce the value of a couple trillion dollars of equity in the first generation of model companies, but it's certainly not communism. This technology may be civilizational without its present owners being permanent. And that is the thing that I feel like none of you will say out loud: that AI is welcome to be a civilizational technology when we ask for support, and an ordinary private product when anyone asks what the public receives in return. The United States has two honest options. First, treat AI as a competitive industry. Then the answer to Kimi is a better model, run cheaper and exported harder, with written rules excluding Chinese systems from defense, intelligence, and critical infrastructure when a concrete security case can be made. Or two, decide frontier AI is too important for ordinary competition. Protect the labs through pseudo-nationalization, guarantee there's a market for them, and exclude the rivals. But in that second case, the American taxpayer must be paid, likely through a majority of equity in these companies, if not full nationalization. What no one gets is that private upside, public infrastructure, government-mandated scarcity, and immunity from cheaper competition delivered through a late bureaucratic state issuing warnings is a disgusting ask for something that is easy to name: regulatory capture. There is a serious American argument for protecting industries that we can't afford to lose. But there has never been a serious argument for doing it invisibly, for free, through a bureaucracy instructed to manufacture fear, even if we can do it because our friends happen to be in office right now. If the labs want to be protected, they should ask for it in the way that Americans have always asked for it. In public. With a price.

They mean it as a joke but it’s unironically true. Both are the most likely to try to cheat this system.

The entire establishment, maximally construed, doing everything possible to ensure the election would be as insecure as possible and then conducting themselves in the most comically untrustworthy manner around the election itself.

@Noahpinion Wrong. The point of the heatmap is that (white) conservatives are actually closer to (white) liberals (racially, culturally, geographically), but (white) liberals prefer far-flung peoples, while conservatives’ consistency here means they recognize that libwhites are kin.

Hahaha the real world is the exact opposite of the heat map meme

Open-weight models at the frontier => less governance + less capex is basically the dream come true. China frankly saving us here.

@mehdirhasan They label prison murders as right wing attacks

Sorry, what? 1971 and 1972? Is this a joke? Here's what a 2024 study by the Justice Department’s own research arm found - that the Trump DOJ then deleted from its website: far-right attacks “outpace all other types of terrorism and domestic violent extremism,” and since 1990, “far-right extremists have committed far more ideologically motivated homicides than far-left or radical Islamist extremists.”

Maybe if you explain it to them as a Fooling Set they will see the light

@ilan_wurman They’re meant pejoratively but those paragraphs are a nice, succinct case for the correct position.

This is, indeed, a mask off moment. Here a newly minted academic declares without a hint of self doubt that a proposition obvious to almost everyone not too long ago, and obvious to many now—that not all cultures have the same contemporary capacity for constitutional self-government—is bigoted and racist. It is arguments like this and the cavalier confidence with which they are freely asserted in the halls of academia that make everything Trump wants to do to the universities seem so eminently justified. Here is the link to this tragically anti-intellectual post falsely attacking me as a bigot and racist for having asserted an obvious truth: open.substack.com/pub/bbaumann/p…

@kitten_beloved Their web and mobile UIs are laughably bad and hit constant problems. Funny that such a well capitalized business won’t spend the small amount of money it’d cost to fix them!

Yes they have massive scaling problems that most companies never see, but the fact that anthropic vibe codes its query serving infrastructure and can't hit 3 nines of availability should give everyone pause

@SamoBurja They imagine they can just play to win in the Market of Ideas because they are Smart Generalists, and their success should cause others to respect them and crave their respect in turn. Needing to pay to win an argument is as anathema to them as paying for sex is to others!

Completely correct observation, the interesting question is why the high-net-worth individuals have to be told to do this at all. Most outsiders assume tech money is already doing this, since it is a pretty obvious play. It is surprising that they're not.

I think many people have still not fully assimilated that we effectively won the "bad war" that everybody came to oppose and that we lost the "good war" that everybody agreed on.

@sandwichandbeer @dilanesper Yeah. it is. The deal: justice is left to the courts (not extralegal violence) and in exchange defense attorneys fill a prescribed role. This is true even within the purely legal realm btw, where “officer of the court” responsibilities supersede those to a client.

@EmbitteredHeir @dilanesper Not even close to part of the social contract

Folks, the whole way my profession works is everyone gets a lawyer who tries to do the best for their client. Not just murderers but polluters, sweatshop owners, drunk drivers, child molesters, abusive husbands. All of them have the right to counsel. As it should be.

It’s sort of this weird perversion of Jesus, where there’s the “go to the lowest of the low” impulse except that then he just sort of encourages and celebrates them.

@emmma_camp_ No, because all of these are goods which have a fundamental wine/sewage asymmetry which is categorically illegal to work around except through extremely high (and ever higher) prices. Zoning law keeps prices of *the tier of homes in question* lower!

You can't afford housing, education, and healthcare because of government intervention. These are straightforward examples of how regulation + subsidies makes things less affordable.

@the_transit_guy Business niggas need version control software. These jokes are out of control.

Iran_deal_version23_final-final.pdf

@marcportermagee Once you get past ~98th percentile income IQ arguably becomes anticorrelated.

The slope isn't nearly as pronounced but I think it is funny what happens to SAT scores right at the end of the income spectrum, after going up every step along the way until then.

@mattyglesias We’re in a post congressional age and we have all the laws we need. Indeed the state of the laws was more of an issue for libs than for Rs

Immigration is Trump’s top issue, was Joe Biden’s biggest political vulnerability, and it’s the number one motivator of the MAGA movement. Interestingly they have no legislation whatsoever in the works on this. slowboring.com/p/trump-hasnt-…